Create a New Document

  • Click on “New Document” button at the top of the sidebar.
  • Enter a title for the document in the field at the top of the page.

By choosing from your existing templates

If you already have a template created, you can use it to generate a document. This is a huge time saver because you won’t work on your content specifying mainly recipients and/or expiration/reminder settings.

To do so you can:

  • Click on the New Document button on your Dashboard and choose a template in “My templates” list.
  • Click on the Templates icon in the left menu, go to the list and click on the title of the template you want to use

Uploading a file

This is a great way to quickly import your content and be able to edit it before sending to your recipient or for a workflow approval.

To import a file:

1. Click on the New Document button on your Dashboard

2. In the popup, click on the button Upload a file.

Fill the form

You just have to fill the form to create your document and to send it after to your recipients or to be approved.

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